MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80.1K 0.02%
11,100
177
$71.3K 0.02%
10,000
178
– –
-902
179
– –
-1,956
180
– –
-14,253
181
– –
-2,264
182
– –
-2,223
183
– –
-2,259
184
– –
-463
4 5 6 7
8